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Okta
OKTA

754 hedge funds and large institutions have $26.7B invested in Okta in 2021 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 299 increasing their positions, 206 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 206

38% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 94

22% more funds holding in top 10

Funds holding in top 10: 23 → 28 (+5)

3% more funds holding

Funds holding: 731 → 754 (+23)

2.48% more ownership

Funds ownership: 78.32% → 80.81% (+2.5%)

3% more call options, than puts

Call options by funds: $1.84B | Put options by funds: $1.78B

2% less capital invested

Capital invested by funds: $27.4B → $26.7B (-$678M)

Holders
754
Holders Change
+23
Holders Change %
+3.15%
% of All Funds
11.6%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.43%
New
130
Increased
299
Reduced
206
Closed
94
Calls
$1.84B
Puts
$1.78B
Net Calls
+$60M
Net Calls Change
-$710M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$350M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$254M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$216M
4
AM
Atreides Management
Massachusetts
+$186M
5
PCH
Polar Capital Holdings
United Kingdom
+$161M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$355M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$337M
3
Jennison Associates
Jennison Associates
New York
-$310M
4
WRCM
Whale Rock Capital Management
Massachusetts
-$167M
5
Citadel Advisors
Citadel Advisors
Florida
-$95.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
51
Growth Interface Management
Florida
$90.8M +$11.4M +48,000 +13%
Kayne Anderson Rudnick Investment Management
52
Kayne Anderson Rudnick Investment Management
California
$89.2M +$213K +895 +0.2%
FCM
53
Frontier Capital Management
Massachusetts
$83.1M +$3.17M +13,309 +4%
Mirae Asset Global Investments
54
Mirae Asset Global Investments
South Korea
$82.4M +$26.3M +110,435 +43%
EVM
55
Eaton Vance Management
Massachusetts
$80.9M +$953 +4 +0%
WL
56
WiL LLC
California
$80.3M +$85.4M +358,352 New
Citigroup
57
Citigroup
New York
$79.2M +$22.6M +94,736 +37%
Wells Fargo
58
Wells Fargo
California
$78.6M +$21.6M +90,477 +35%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$78.2M +$7.28M +30,567 +10%
Bessemer Group
60
Bessemer Group
New Jersey
$77.6M -$1.83M -7,695 -2%
NAMA
61
Nikko Asset Management Americas
New York
$76.3M -$10.9M -45,697 -12%
AAM
62
Ardevora Asset Management
United Kingdom
$75.5M +$80.2M +336,700 New
GCM
63
Glynn Capital Management
California
$75.2M +$17.4M +73,093 +28%
OPFM
64
Optimus Prime Fund Management
Cayman Islands
$72.9M +$16.7M +70,000 +27%
APC
65
Alta Park Capital
California
$66.6M +$28.3M +118,712 +67%
PCM
66
Peregrine Capital Management
Minnesota
$65.8M +$6.01M +25,220 +9%
TMC
67
TVL Management Corporation
California
$63.7M +$67.7M +284,037 New
PA
68
Parallel Advisors
California
$63.5M -$313K -1,312 -0.5%
Neuberger Berman Group
69
Neuberger Berman Group
New York
$62.5M +$31.2M +130,966 +88%
SCA
70
STALEY CAPITAL ADVISERS
Pennsylvania
$61.2M +$52.8M +221,809 +433%
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$60.8M -$1.46M -6,123 -2%
DIGDR
72
Dynamo Internacional Gestao de Recursos
Brazil
$59.8M +$31.7M +133,080 +100%
MIFH
73
Migdal Insurance & Financial Holdings
Israel
$59.6M +$60.3M +253,318 +2,012%
Citadel Advisors
74
Citadel Advisors
Florida
$59.3M -$95.4M -400,327 -60%
PPA
75
Parametric Portfolio Associates
Washington
$58.4M -$418K -1,753 -0.7%
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OKTA Hedge Fund Activity: Q4 2021 in Review

754 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q4 2021, worth a combined $26.7B — down 2.5% from $27.4B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new OKTA positions and 94 closed out — a net gain of 36 holders — while 299 added to existing stakes and 206 trimmed.

The largest buyer was BlackRock, adding an estimated $350M. The largest seller was Morgan Stanley, cutting an estimated $355M.

  • 754 institutional investors held Okta (OKTA) as of Q4 2021, up from 731 in Q3 2021.
  • Funds reported $26.7B of Okta stock for Q4 2021, down 2.5% quarter-over-quarter.
  • 130 funds opened new Okta positions in Q4 2021 and 94 closed out, a net change of +36 holders.
  • The largest Okta buyer in Q4 2021 was BlackRock, an estimated $350M added.
  • The largest Okta seller in Q4 2021 was Morgan Stanley, an estimated $355M sold.

Based on aggregated 13F filings for Q4 2021.